Innovator Premium Income 40 Barrier ETF July
JULQ
JULQ was delisted on the 1st of July, 2025.
10 hedge funds and large institutions have $4.44M invested in Innovator Premium Income 40 Barrier ETF July in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
0.94% less ownership
Funds ownership: 60.52% → 59.58% (-0.94%)
9% less funds holding
Funds holding: 11 → 10 (-1)
11% less capital invested
Capital invested by funds: $4.97M → $4.44M (-$529K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$38.2K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$300K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$204K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$35.3K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$27.8K |
| 5 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
-$16.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $926K | -$3.83K | -153 | -0.4% |
|
|
MFG
2
MTM Financial Group
Bethlehem,
Pennsylvania
| $868K | -$16.6K | -662 | -2% |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $783K | +$38.2K | +1,527 | +5% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $680K | +$31.2K | +1,247 | +5% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $486K | -$300K | -11,973 | -38% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $282K | -$27.8K | -1,113 | -9% |
|
|
BCM
7
Brookstone Capital Management
Wheaton,
Illinois
| $203K | -$35.3K | -1,409 | -15% |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $202K | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $7.45K | +$7.51K | +300 | New |
|
10
UBS Group
Zurich,
Switzerland
| $1.74K | -$2.13K | -85 | -55% |
|
|
TC
11
TownSquare Capital
Provo,
Utah
| – | -$204K | -8,189 | Closed |
|
|
SS
12
Sunbelt Securities
Houston,
Texas
| – | -$12.1K | -482 | Closed |
|
JULQ Hedge Fund Activity: Q1 2025 in Review
10 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 40 Barrier ETF July (JULQ) for Q1 2025, worth a combined $4.44M — down 11% from $4.97M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JULQ and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.
The largest buyer was World Investment Advisors, adding an estimated $38.2K. The largest seller was Old Mission Capital, cutting an estimated $300K.
- 10 institutional investors held Innovator Premium Income 40 Barrier ETF July (JULQ) as of Q1 2025, down from 11 in Q4 2024.
- Funds reported $4.44M of Innovator Premium Income 40 Barrier ETF July stock for Q1 2025, down 11% quarter-over-quarter.
- 1 fund opened new Innovator Premium Income 40 Barrier ETF July positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest Innovator Premium Income 40 Barrier ETF July buyer in Q1 2025 was World Investment Advisors, an estimated $38.2K added.
- The largest Innovator Premium Income 40 Barrier ETF July seller in Q1 2025 was Old Mission Capital, an estimated $300K sold.
Based on aggregated 13F filings for Q1 2025.